Charitable Giving Incentives Under the CARES Act

December 30, 2020

UPDATED! Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become increasingly important. The Read More...
Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.

January 20, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Holders of concentrated stock positions have several options for mitigating the risk associated with Read More...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or Read More...
ESG Investing and Women Owned Businesses

September 11, 2018

By Kris Maksimovich, AIF®, CRPC®: As environmental, social and governance (ESG) investing is taking hold, some investors are placing their money on Read More...
DFW Rescue Me Bark at Fair Park Kissing Booth at Texas State Fair

November 3, 2017

 GWA Client Relationship Manager Tiffany Chen has a soft spot for fostering rescue dogs Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: Open Read More...
Kevin Curley volunteers to upgrade Vogel Alcove Homeless Center through Dallas Regional Chamber's Leadership Dallas program.

October 18, 2017

When it comes to social giving, Global Wealth Advisors employees walk the walk Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: It’s easy for a Read More...